Anic Equity¶
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Total return since start: 0.567 %¶
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Equity now: -----------------------------> 47858.32 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46463.44 Kr¶
PnL: ---------------------------------------> -425.13 Kr¶
DD now: ---------------------------------> -1.587 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 09:22:46.297166'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 0.500000 | 3151.200000 | 180.200000 | 6.070000 | 2971.000006 |
| HEBA B | 70 | -0.130000 | 2789.500000 | 153.500000 | 5.820000 | 2636.000010 |
| Corem Property Group B | 59 | 2.110000 | 656.670000 | 79.670000 | 13.810000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.520000 | 427.200000 | 72.200000 | 20.340000 | 355.000000 |
| FM Mattsson Mora Group B | 50 | 1.020000 | 2980.000000 | 53.000000 | 1.810000 | 2927.000000 |
| HMS Networks | 2 | 0.840000 | 718.000000 | 45.000000 | 6.690000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.960000 | 3482.320000 | 28.320000 | 0.820000 | 3453.999992 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.300000 | 262.560000 | 16.560000 | 6.730000 | 246.000000 |
| Eastnine | 4 | 0.000000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Essity A | 4 | 0.350000 | 1162.000000 | 13.000000 | 1.130000 | 1149.000000 |
| Intrum | 4 | 1.350000 | 539.600000 | 12.600000 | 2.390000 | 527.000000 |
| Midsona B | 63 | 0.320000 | 594.090000 | 11.090000 | 1.900000 | 582.999984 |
| Norva24 Group | 16 | -0.170000 | 552.320000 | 9.320000 | 1.720000 | 543.000000 |
| MedCap | 2 | 1.420000 | 430.000000 | 9.000000 | 2.140000 | 421.000000 |
| OEM International B | 7 | 0.000000 | 536.900000 | 8.900000 | 1.690000 | 527.999997 |
| Boozt | 12 | -0.500000 | 1662.000000 | 8.000000 | 0.480000 | 1653.999996 |
| Essity B | 2 | 0.730000 | 580.600000 | 6.600000 | 1.150000 | 574.000000 |
| Coor Service Management Hold. | 8 | -1.390000 | 538.400000 | 6.400000 | 1.200000 | 532.000000 |
| Karnov Group | 9 | -1.790000 | 541.800000 | 5.800000 | 1.080000 | 536.000004 |
| Resurs Holding | 22 | -0.980000 | 579.260000 | 5.260000 | 0.920000 | 573.999998 |
| Creaspac SPAC | 6 | 0.310000 | 580.800000 | 3.800000 | 0.660000 | 577.000002 |
| AcadeMedia | 12 | -0.170000 | 560.400000 | 3.400000 | 0.610000 | 557.000004 |
| Handelsbanken A | 5 | 0.500000 | 548.500000 | 2.500000 | 0.460000 | 546.000000 |
| Securitas B | 6 | 0.750000 | 567.840000 | -2.160000 | -0.380000 | 570.000000 |
| Swedbank A | 3 | -0.320000 | 559.200000 | -4.800000 | -0.850000 | 564.000000 |
| CTEK | 13 | 1.200000 | 524.160000 | -9.840000 | -1.840000 | 533.999999 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.430000 | 548.100000 | -13.900000 | -2.470000 | 562.000005 |
| SAAB B | 8 | 1.190000 | 3321.600000 | -55.400000 | -1.640000 | 3377.000000 |
| International Petroleum Corp. | 5 | 1.440000 | 528.000000 | -66.570000 | -11.200000 | 594.565215 |
| Vivesto | 1368 | 0.000000 | 533.520000 | -79.480000 | -12.970000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.000000 | 3762.500000 | -87.500000 | -2.270000 | 3850.000000 |
| OX2 | 18 | 0.180000 | 1537.200000 | -126.800000 | -7.620000 | 1663.999992 |
| Axfood | 13 | 0.040000 | 3556.800000 | -199.200000 | -5.300000 | 3756.000001 |
| Fasadgruppen Group | 35 | 2.630000 | 3556.000000 | -255.000000 | -6.690000 | 3810.999990 |
| Ovzon | 52 | 3.130000 | 3088.800000 | -273.200000 | -8.130000 | 3361.999992 |
| TOTAL | 46463.440000 | -425.130000 | -1.58662% | 46888.564618 |
Updated:¶
'2023-01-16 09:22:58.822163'
None
Last optimization/rebalancing:¶
'2023-01-14'
Next optimization/rebalancing:¶
'2023-02-23'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
